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Technology Stocks : WDC/Sandisk Corporation

WDC 155.45

+3.0%

Nov 25 3:59 PM EST

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To: Seldom_Blue who wrote (15478)	10/11/2000 8:04:25 AM
From: Ausdauer	Read Replies (1) of 60323

Seldom Blue, PC Growth Thanks for coming to my defense, although I still feel like I am somewhat on shaky ground here. John has some important points. There are new software applications which may drive higher-end PC growth and voice recognition will definitely be a "killer app" for many businesses once the wrinkles are ironed out. I still don't see most households going out and buying voice recognition software as a must have. The other point I wish to make is that many businesses, both large and small, upgraded their PC base last year. This was a MAJOR capital expense in my organization and the Y2K upgrade is clearly a one-time event that both spurred PC growth (via upgrades) in 1999 and will diminish interest on the corporate level for subsequent capital purchases in 2000 and 2001. All IMHO. Aus

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